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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $887M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1536 New
Page 42 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TW TRADEWEB MKTS INC Financial Services 90.0 $10K 0.00% NEW $111.11 -9.8%
822 UHS UNIVERSAL HLTH SVCS INC Healthcare 47.0 $10K 0.00% NEW $212.77 -31.3%
823 MTN VAIL RESORTS INC Consumer Cyclical 76.0 $10K 0.00% NEW $131.58 +1.6%
824 ACGL ARCH CAP GROUP LTD Financial Services 109.0 $10K 0.00% NEW $91.74 -2.6%
825 TEL TECHNIPFMC PLC Technology 228.0 $10K 0.00% NEW $43.86 +386.5%
826 ENTERGY CORP NEW 112.0 $10K 0.00% NEW $89.29
827 HIPPO HLDGS INC 318.0 $10K 0.00% NEW $31.45
828 INGRAM MICRO HLDG CORP 490.0 $10K 0.00% NEW $20.41
829 AMH AMERICAN HOMES 4 RENT Real Estate 284.0 $9K 0.00% NEW $31.69 +1.2%
830 CNO CNO FINL GROUP INC Financial Services 201.0 $9K 0.00% NEW $44.78 +2.7%
831 CLX CLOROX CO DEL Consumer Defensive 90.0 $9K 0.00% NEW $100.00 -10.0%
832 ENS ENERSYS Industrials 63.0 $9K 0.00% NEW $142.86 +59.8%
833 ES EVERSOURCE ENERGY Utilities 139.0 $9K 0.00% NEW $64.75 +5.5%
834 JBHT HUNT J B TRANS SVCS INC Industrials 46.0 $9K 0.00% NEW $195.65 +41.3%
835 KEYS KEYSIGHT TECHNOLOGIES INC Technology 45.0 $9K 0.00% NEW $200.00 +69.1%
836 PCB PCB BANCORP Financial Services 424.0 $9K 0.00% NEW $21.23 +15.8%
837 PRI PRIMERICA INC Financial Services 34.0 $9K 0.00% NEW $264.71 +2.0%
838 STC STEWART INFORMATION SVCS COR Financial Services 126.0 $9K 0.00% NEW $71.43 -8.9%
839 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 173.0 $9K 0.00% NEW $52.02 -11.2%
840 TXN TEXAS PACIFIC LAND CORPORATI Technology 33.0 $9K 0.00% NEW $272.73 +12.1%
Page 42 of 77  ·  1,536 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.3%
Technology 16.9%
Consumer Cyclical 8.6%
Industrials 6.6%
Healthcare 4.5%
Communication Services 3.7%
Consumer Defensive 2.4%
Energy 1.5%
Real Estate 0.9%
Utilities 0.8%